HOOD at a glance
Robinhood Markets (HOOD, SEC CIK 1783879) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Robinhood Markets (HOOD) reported revenue of $4.5 billion (up 51.6% from FY2024) and net income of $1.9 billion. Diluted EPS was $2.05.
- As of June 30, 2026, 42 institutional investment managers tracked by SignalX reported holding Robinhood Markets (HOOD) shares worth $30.9 billion in 13F-HR filings.
- In the last 90 days, HOOD insiders reported 0 open-market purchases ($0) and 55 open-market sales ($84.6M) on Form 4, a net sale of $84.6M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $4.5B
- +51.6% vs prior year
- Insiders · 90 days
- 0 buys · 55 sells
- Net −$84.6M
- 13F holders
- 42 funds
- $30.9B · +0 vs prior quarter
- Latest 8-K
- Jul 29, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk: Potential negative impact on cryptocurrency trading from changes or non-compliance with evolving cryptocurrency laws and regulations
- Macroeconomic threat: Federal Funds Rate fluctuations directly affect net interest revenue and funding costs under Robinhood Credit Card Program
- Operational vulnerability: Credit card loss exposure on outstanding balances, charged off after 180 days, guaranteed payments to Coastal Bank
- Competitive risk: Acquisition of TradePMR for $175M cash to enhance portfolio management capabilities, facing competition from established RIA custodial platforms
- Financial risk: $100M unvested Class A common stock issued in acquisition, vesting over four years, with voting rights impacting equity structure
Management Discussion & Analysis
- Revenue details not explicitly stated; transaction-based, net interest, and other revenues from multiple sources, including options, equities, cryptocurrencies
- Marketing expense increased to $274M in 2025 from $179M in 2024 and $74M in 2023
- Research & development costs $355M in 2025, up from $323M (2024) and $349M (2023)
- Employee retirement matching expense rose to $17M (2025) from $12M (2024 & 2023)
- No explicit net income, margin or cash flow figures, or forward guidance provided in excerpt
Business Overview
- Core business: commission-free retail investing platform with expanded asset classes and financial services across equities, options, crypto, and wealth management
- New products: launched short selling Q4 2025, introduced Robinhood Ventures Fund I (closed-end fund for private companies) in Sept 2025, acquired Bitstamp exchange in 2025 to expand crypto Europe presence
- Strategic shift: deepened investment in prediction markets via joint venture Rothera acquiring MIAXdx in Jan 2026, enhancing CFTC-regulated exchange capabilities
- Quantitative highlights: Robinhood Gold Card now with over 600k customers, supports 74 cryptocurrencies in EU platform, Staking available for crypto customers in US and EU
- Noteworthy fact: first US retail broker offering 24-hour stock and ETF trading, expanded multi-currency wallets and stocks and shares ISAs for UK market
AI summary of the HOOD 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $1,308M, up 32% YoY from $989M
- Net income $561M vs $386M; net margin 42.9% vs 39.0% YoY
- Best line event contracts $156M vs $10M; cryptocurrency worst at $100M vs $160M
- Cash and equivalents $5.4B plus stablecoin $155M; RVI sale generated $22M cash
- Management expects rate cuts to negatively impact net interest revenue; workforce reduced approximately 10%
Risk Factors
- Newly added operational risk: June 2026 workforce reduction could reduce productivity and employee morale
- Most materially updated business risk: Trump Accounts brokerage and trustee engagement adds federal contracting and platform-build requirements
- Most impactful regulatory risk: SEC Rule 605 disclosures begin August 1, 2026, exposing execution quality to public comparison
- Near-term market risk: Smaller-order transparency may contract spreads and reduce payment-for-order-flow revenue
- Financial concentration risk: Overnight Robinhood 24 Hour Market routing primarily depends on two liquidity providers
AI summary of the HOOD 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Earnings press release furnished as Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue reached a record $1.31B, up 32%, with transaction revenue up 44% to $776M
- Event contracts surged over 10x to $156M revenue, while crypto revenue fell 38% to $100M
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Dara Bazzano appointed principal accounting officer effective June 25, 2026
- CFO Shiv Verma remains principal financial officer and CFO, narrowing his responsibilities
Item 1.01: Entry into a Material Definitive Agreement
- Convertible notes privately placed under Securities Act Section 4(a)(2) and Rule 144A
- Maximum conversion exposure: 20,811,560 Class A shares, subject to adjustment
Item 7.01: Regulation FD Disclosure
- Robinhood announced closing of a Notes offering on June 25, 2026
- Debt issuance may affect future interest obligations and capital allocation
Item 8.01: Other Events
- $290 million of Notes proceeds used to repurchase 2,743,000 Class A shares
- Repurchase price $105.71 per share, matching the June 22, 2026 Nasdaq closing price
AI summaries of HOOD 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for HOOD
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bhatt Baiju | M | Oct 1, 2026 | 822 | - |
| Zoellick Robert B. | M | Oct 1, 2026 | 822 | - |
| RUBINSTEIN JONATHAN | M | Oct 1, 2026 | 822 | - |
| Bhatt Baiju | M | Oct 1, 2026 | 822 | - |
| RUBINSTEIN JONATHAN | M | Oct 1, 2026 | 822 | - |
| Zoellick Robert B. | M | Oct 1, 2026 | 822 | - |
| Loop Paula | M | Oct 1, 2026 | 822 | - |
| Loop Paula | M | Oct 1, 2026 | 822 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $1.9B | $3.0B | $4.5B | |
| Net Income | -$541.0M | $1.4B | $1.9B | |
| Net Margin | -29.0% | 47.8% | 42.1% | |
| Balance Sheet | ||||
| Total Assets | $32.3B | $26.2B | $38.1B | |
| Equity | $6.7B | $8.0B | $9.2B | |
| ROE | -8.1% | 17.7% | 20.6% | |
| Per Share | ||||
| EPS | $-0.61 | $1.56 | $2.05 | |
| Cash Flow | ||||
| Operating CF | $1.2B | -$157.0M | $1.6B | |
Source: XBRL data in Robinhood Markets (HOOD)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate HOOD share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 42 | $30.87B |
| Q1 2026 | 42 | $20.47B |
| Q4 2025 | 43 | $40.16B |
| Q3 2025 | 43 | $56.91B |
| Q2 2025 | 40 | $29.50B |
| Q1 2025 | 35 | $10.24B |
| Q4 2024 | 31 | $7.84B |
| Q3 2024 | 26 | $2.17B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 302 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
HOOD filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
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HOOD SEC filings: frequently asked questions
Are HOOD insiders buying or selling?
In the last 90 days, Robinhood Markets (HOOD) officers, directors and 10% owners reported no open-market purchases and 55 open-market sales worth $84.6 million by 6 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold HOOD stock?
As of June 30, 2026, the largest Robinhood Markets (HOOD) holders among the 13F filers tracked by SignalX were BlackRock ($6.8 billion), Vanguard Capital Management LLC ($5.2 billion), Vanguard Portfolio Management LLC ($3.7 billion), State Street Corp ($3.5 billion), FMR LLC (Fidelity) ($3.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was HOOD's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Robinhood Markets (HOOD) reported revenue of $4.5 billion (up 51.6% from FY2024) and net income of $1.9 billion. Diluted EPS was $2.05. The figures come from the XBRL data in the 10-K.
What are the main risks in HOOD's latest 10-K?
In the 10-K filed February 18, 2026, Robinhood Markets (HOOD) flagged: Regulatory risk: Potential negative impact on cryptocurrency trading from changes or non-compliance with evolving cryptocurrency laws and regulations. Macroeconomic threat: Federal Funds Rate fluctuations directly affect net interest revenue and funding costs under Robinhood Credit Card Program. (AI summary of the Risk Factors section.)
What did HOOD report in its latest 8-K?
Robinhood Markets (HOOD) filed an 8-K on July 29, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 results covered quarter ended June 30, 2026.
What are the latest HOOD SEC filings?
Robinhood Markets (HOOD) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on October 2, 2026.
What is HOOD's SEC CIK number?
Robinhood Markets (HOOD)'s SEC Central Index Key (CIK) is 1783879. EDGAR lists every HOOD filing under that number.
Ask anything about HOOD
The research agent reads HOOD's filings, financials, insider trades and 13F holders, then answers with sources.